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Hedge Funds Similar to SALEM INVESTMENT COUNSELORS

13F Portfolio OverlapQ1 2026SALEM INVESTMENT COUNSELORS portfolio →
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Most similar hedge funds by 13F overlap

SALEM INVESTMENT COUNSELORS INC is an institutional investor managing $4.0B across 1,244 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SALEM INVESTMENT COUNSELORS are All Terrain Financial Advisors,, Saudi Central Bank, FFG Partners,, with shared positions in $LOW, $ISRG, $MU, $PLTR, $MCD, $BSX. The full ranking of 25 similar funds is below.

#1All Terrain Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$LOW$ISRG$MU
$425M
149 positions
#2Saudi Central BankPassive
Some overlap · 4 shared positions
$PLTR$MU$MCD$BSX
$4.7B
514 positions
#3FFG Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$MU$LEN
$253M
36 positions
#4Ethos Capital Management, Inc.Active
Some overlap · 3 shared positions
$PLTR$MU$NTRB
$117M
56 positions
#5PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$PLTR$MU$ISRG
$128M
80 positions
#6DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 4 shared positions
$LOW$ACN$TFC$ETN
$1.1B
596 positions
#7Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$MU$MRVL
$114M
52 positions
#8Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$PLTR$MU$MRVL
$65M
34 positions
#9Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$PLTR$MU$ISRG$MCD
$1.9B
378 positions
#10Gunderson Capital Management Inc.Passive
Some overlap · 3 shared positions
$PLTR$MU$ETN
$239M
46 positions
#11Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$MU$ALAB
$395M
187 positions
#12Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$PLTR$MU$KMI
$88M
65 positions
#13BURR FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$PLTR$MU$MRVL
$126M
25 positions
#14Henson-Edgewater Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$MU$ISRG$MCD
$157M
66 positions
#15SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PLTR$MU$ISRG$ALAB$MRVL
$688M
180 positions
#16WAYCROSS PARTNERS, LLCActive
Some overlap · 4 shared positions
$LOW$ISRG$MCD$BSX
$1.0B
76 positions
#17Legacy Bridge, LLCPassive
Some overlap · 4 shared positions
$PLTR$MU$ISRG$ETN
$262M
320 positions
#18GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 4 shared positions
$PLTR$MU$MCD$KMI
$236M
472 positions
#19MCRAE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$LOW$ACN$TFC
$482M
106 positions
#20IBEX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$PLTR$MU$TFC$KMI
$1.1B
203 positions
#21Intellectus Partners, LLCPassive
Some overlap · 3 shared positions
$MU$PLTR$ISRG
$490M
290 positions
#22CONNORS INVESTOR SERVICES INCActive
Some overlap · 3 shared positions
$PLTR$LOW$ETN
$1.1B
149 positions
#23Worthington Financial Partners, LLCPassive
Some overlap · 3 shared positions
$MU$PLTR$ISRG
$116M
105 positions
#24Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$PLTR$MU$NTRB
$230M
124 positions
#25SUMMITRY LLCPassive
Some overlap · 3 shared positions
$LOW$MCD$ETN
$2.3B
266 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.